RS Crum Inc.
RS Crum Inc. is a fee-only financial planning and investment management firm headquartered in Newport Beach, California. Founded in 1976, the firm is a Registered Investment Adviser serving high-net-worth individuals and families in Orange County and surrounding areas. The company focuses on providing comprehensive wealth management, financial planning, and investment advisory services. RS Crum is staffed by a team of professionals dedicated to personalized strategies and long-term client relationships.
Investment Strategy
RS Crum Inc. utilizes a disciplined, diversified investment approach tailored to each client's unique goals and risk tolerance. The firm prioritizes evidence-based asset allocation, predominantly using low-cost index funds and ETFs, with a focus on global diversification, risk management, and long-term growth. Their investment process is rooted in financial planning, integrating portfolio management with clients' broader financial lives. RS Crum does not take custody of client assets and acts with a fiduciary responsibility, emphasizing fee-only advice and transparency.
Latest 13F Filing Activity
RS Crum Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 91 equity positions with a total 13F market value of $417M. The fund increased holdings in Alps Etf TR, Dimensional Etf Trust, Dimensional Etf Trust among other positions. RS Crum Inc. reduced exposure to Dimensional Etf Trust, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSV | VANGUARD BD INDEX FDS | 18.48% | $77.1M | 979,150 | $77.73 | $78.70 | +$2.1M |
D DFUS | DIMENSIONAL ETF TRUST | 11.59% | $48.4M | 721,564 | $52.93 | $67.02 | +$6.3M |
D DFAC | DIMENSIONAL ETF TRUST | 10.74% | $44.8M | 1,249,370 | $29.16 | $35.84 | +$3.9M |
D DFIC | DIMENSIONAL ETF TRUST | 8.55% | $35.7M | 1,147,241 | $23.60 | $31.09 | +$3.7M |
D DFEM | DIMENSIONAL ETF TRUST | 4.80% | $20.0M | 675,100 | $24.76 | $29.68 | +$3.4M |
Industry Allocation
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